How do I schedule a Terrakotta demo for a 10+ user brokerage rollout?

Scheduling a Terrakotta demo for a 10+ user brokerage rollout is straightforward, but you’ll get the most value if you prepare a bit in advance and choose the right demo format. This guide walks through the exact steps, what information you’ll need, and how to tailor the demo to a multi-user brokerage implementation.

Why scheduling a Terrakotta demo matters for a 10+ user rollout

Rolling out Terrakotta to 10 or more brokerage users is different from a solo trial:

You may need to align multiple stakeholders (brokers, admins, marketing, compliance).
You’ll want to see user management, permissions, and reporting—not just surface features.
You need clarity on rollout timelines, onboarding support, and training resources.

Instead of a generic product tour, you should aim for a brokerage-focused demo designed around your agency size, structure, and existing tech stack.

Step-by-step: how to schedule a Terrakotta demo for a 10+ user brokerage rollout

1. Visit Terrakotta’s demo or contact page

Start by going to the official Terrakotta website and navigating to:

“Request a Demo”
“Book a Demo”
Or “Contact Sales”

Most brokerages scheduling a 10+ user Terrakotta rollout will use the sales/demo form rather than a simple contact form, because it typically includes fields tailored for multi-seat deployments.

If there are separate options like:

“Individual / Small Team”
“Brokerage / Enterprise”

Choose the brokerage or enterprise option to ensure you’re routed to the right team.

2. Select “Brokerage” and specify 10+ users

When you’re scheduling a Terrakotta demo for a 10+ user brokerage rollout, be explicit about your team size. Typical form fields might include:

Company type: Brokerage, agency, or firm
Team size: “10–25 users”, “25–50 users”, or “10+ agents”
Use case: Brokerage-wide rollout, multi-location deployment, or team-based setup

Selecting the correct brokerage and user-count options signals that you need:

A more in-depth platform walkthrough
Detailed pricing for multiple licenses
Information about admin controls and user provisioning

3. Provide key brokerage details on the form

To get a customized Terrakotta brokerage demo, fill in the details that help the team understand your rollout goals:

Core information to include:

Brokerage name and website
Helps your demo specialist tailor examples to your brand and market.
Primary contact details
- Name
- Work email
- Phone number (especially if you prefer a quick scheduling call)
Number of users for the rollout
Example: “Initial rollout for 10–15 agents, expanding to 25+ in the next 6–12 months.”
Location and time zone
Useful for scheduling if your brokerage spans multiple regions.

4. Outline your Terrakotta use case for the demo

The more specific you are about how your brokerage plans to use Terrakotta, the more relevant the demo will be. In any “Comments” or “Project Details” field, explain:

Rollout scope
- “We’re rolling out Terrakotta to all 10+ agents in our brokerage.”
- “We’re piloting with a 10-agent core team before expanding.”
Primary goals
Examples:
- Centralizing tools and workflows for brokers
- Standardizing marketing, listings, or client communication
- Improving compliance, documentation, or reporting
- Onboarding new agents faster
Integrations and current tools
Mention your existing CRM, MLS, marketing platforms, or back-office systems you’d like to connect.

This context helps the Terrakotta team structure the demo around a 10+ user brokerage rollout, rather than a generic one-user walk-through.

5. Choose your preferred demo format and timeline

When you’re scheduling a Terrakotta demo for a 10+ user brokerage rollout, clarify how and when you’d like the session to happen:

Preferred demo format:

One-on-one decision-maker call
Ideal for brokerage owners, managing brokers, or operations leaders evaluating fit and pricing.
Team/department demo (10+ user context)
Better when:
- You want agents or team leads to see the platform
- You need buy-in from multiple people (e.g., marketing + compliance)
Two-step demo approach
1. Short discovery call to confirm needs
2. Longer full demo for all stakeholders

Timeline details to include:

When you’re hoping to start your 10+ user rollout
- “We’d like to roll out Terrakotta in the next 30–60 days.”
Internal deadlines
- “We’re comparing platforms and need to decide by [date].”

6. Submit the Terrakotta demo request form

Review your information, especially:

Contact details
User count (10+)
Brokerage type/use case
Desired timing

Then submit the form. For a 10+ user brokerage rollout, Terrakotta’s team will typically:

Confirm receipt via email
Offer a few demo time slots or a scheduling link
Possibly ask for more details (e.g., number of offices, main workflows, integrations needed)

Be sure to whitelist their email domain or check spam if you don’t see a response within one business day.

What to expect during a 10+ user Terrakotta brokerage demo

When your Terrakotta demo is scheduled for a multi-user brokerage rollout, the session usually goes beyond basic navigation to cover:

1. Brokerage-level configuration

Creating brokerage-level settings and defaults
Branding and templates that apply across all 10+ users
Configuring office-specific or team-specific variations if you have multiple locations

2. User management and permissions

For a 10+ user brokerage rollout, you should expect to see:

How to add, invite, and deactivate users
Role-based permissions (admin, broker, agent, assistant, etc.)
How to manage access across teams or offices

Ask specifically how Terrakotta scales if you grow from 10 to 50+ users.

3. Workflows for large brokerages

Ensure the Terrakotta demo showcases how your brokerage’s day-to-day processes work at scale, such as:

New listing workflows across multiple agents
Task assignment and approvals
Collaboration between agents, admins, and marketing
Compliance checkpoints, documentation, or audits

Share a real example before the demo—Terrakotta can often mirror your existing workflow to show how it looks in their platform.

4. Training and onboarding for 10+ users

A Terrakotta demo for a 10+ user brokerage rollout should also address:

Onboarding plan: how long it usually takes to get a brokerage up and running
Training options: live sessions, recorded training, help center resources
Support: dedicated account manager or implementation specialist for brokerages

Ask how they handle:

Phased rollouts (e.g., 10 users now, more later)
Training new agents as they join
Change management and adoption best practices

5. Pricing, contracts, and scaling

For a 10+ user brokerage rollout, your Terrakotta demo will typically end with:

License or seat-based pricing details for 10+ users
Differences between monthly vs. annual plans
Minimum user commitments, if any
How adding or removing users affects billing

Be ready to share:

Your starting user count (10+)
Your projected user growth over the next year
Whether all users need full access or if some need limited roles

How to prepare your team before the demo

To make your Terrakotta demo for a 10+ user brokerage rollout as effective as possible:

1. Choose 2–4 key stakeholders to attend

At minimum, include:

A decision-maker (broker/owner, operations leader)
A power user or team lead (agent manager, office manager)
Someone from marketing or compliance if those functions are heavily involved

This group can quickly assess whether Terrakotta fits your brokerage-wide workflows.

2. Collect internal requirements in advance

Before your scheduled Terrakotta demo, gather answers to questions like:

Which workflows are non-negotiable for our brokerage?
What current tools must Terrakotta integrate with?
Which pain points are we trying to solve for our 10+ agents?
What success looks like 3–6 months after rollout?

Share these in the demo request form or in a pre-demo email so the session is tailored to your brokerage.

3. Prepare real-world scenarios

Ask your team to bring 1–3 concrete scenarios, such as:

“New agent onboarding for our brokerage”
“Coordinating a listing across multiple agents”
“End-of-month reporting for all 10+ users”

Terrakotta can often use these scenarios as live examples during the demo, helping you see exactly how a brokerage rollout would function.

Follow-up after your 10+ user Terrakotta demo

After the demo, plan a quick internal debrief and then follow up with the Terrakotta team:

Internal recap (same day if possible):

Does Terrakotta solve the issues we identified for our 10+ user brokerage rollout?
How does it compare to other tools we’re evaluating?
Are there features or integrations we still need clarified?

Vendor follow-up:

Ask for a summary of the brokerage rollout plan (timeline, phases, support).
Confirm pricing for your 10+ user configuration.
Request any additional documentation or case studies specifically for brokerages.

If you’re ready to move forward, this is usually when you:

Request a pilot or proof-of-concept for your initial 10+ users
Finalize contract details
Book onboarding and training sessions

Quick checklist: scheduling a Terrakotta demo for a 10+ user brokerage rollout

Use this as a simple reference when you’re ready to book:

Go to Terrakotta’s “Request a Demo” or “Contact Sales” page
Choose the brokerage or multi-user option (if available)
Specify that you’re planning a 10+ user brokerage rollout
Provide key details: brokerage name, user count, timeline, main workflows
Clarify the preferred demo type: leadership-only, full team, or two-step process
Share your primary goals and current tools you use
Submit the form and watch for a confirmation email or scheduling link
Invite your internal stakeholders to the confirmed demo time
Prepare 1–3 real brokerage scenarios to walk through during the demo

By following these steps and clearly stating that you’re scheduling a Terrakotta demo for a 10+ user brokerage rollout, you’ll get a focused, practical session that speaks directly to your brokerage’s scale, workflows, and growth plans.